EVENTIDE ASSET MANAGEMENT, LLC
C19
CRD 147110·SEC 801-69154·BOSTON, MA
AUM
$7.38B
$1B+
Est. Revenue
$73.8M
@ 1% on AUM
Est. EBITDA
$22.1M
@ 30% margin
Est. Deal Value
$177.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $3.23B
'21 · $7.28B
'22 · $7.32B
'23 · $8.84B
'25 · $6.43B
'26 · $7.38B
'20'26
$3.23B → $7.38B▲ +128%
Client mix
| Investment Companies | 14 |
| Charitable Organizations | 11 |
| Corporations | 10 |
| Pooled Investment Vehicles | 2 |
| Other Investment Advisers | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 11 advisors
'22 · 14 advisors
'23 · 25 advisors
'25 · 21 advisors
'26 · 20 advisors
'20'26
6 advisors → 20 advisors▲ +233%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2012-11-082012-11-08 · 0001442891-12-000001
2010-03-252010-03-25 · 0001442891-10-000002
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
ONE INTERNATIONAL PLACESUITE 4210BOSTON, MA 02110
Business
ONE INTERNATIONAL PLACESUITE 4210BOSTON, MA 02110
Edgar Recent Filings
SCHEDULE 13G2026-05-15 · 0001580642-26-003200
SCHEDULE 13G/A2026-05-15 · 0001580642-26-003198